The search function helps you quickly find information stored in Tribe. It is useful when you want to locate contacts, organisations, activities, notes, or emails without browsing through lists. You might use it when returning to a recently viewed item or when working with large sets of data. By following this guide, you will be able to search efficiently and filter results to find exactly what you need.
Table of Contents:
· What Does The Search Feature Do?
· Where is this Feature Displayed?
· Step-by-Step Instructions
· Tips Or Best Practices
· Quick Summary
What Does The Search Function Do?
The search function looks through the most important fields in Tribe. It searches relationships, activities, emails, and notes. It also searches names of people and organisations, activity subjects, and the text inside notes and emails, as well as phone numbers, email addresses, and debtor numbers.
Search results appear in a popover directly below the search bar, so you never leave the page you are working on. Before you type anything, the popover shows your recently visited records and recent searches. Once you start typing, it switches to results mode and shows live, grouped results alongside a row of category pills, for example All, Organisations, Contacts, Leads, Opportunities, Emails, Notes, and More, so you can filter to a specific type of record.
Where Is This Feature Displayed?
The search bar is always visible in the top bar of Tribe. Search and filtering within a view are available in the list view of widgets on your dashboard.
Step-By-Step Instructions
Searching Using The Search Bar
Click the Search bar in the top navigation bar.
Enter your search term.
Use the category pills (for example All, Organisations, Contacts, Leads, Opportunities, Emails, Notes or click More) to filter results to a specific type of record. Category pills only appear once you have started typing.
Select a result row to open that record.
Displaying Recent Items
Click the Search bar without entering any text.
View the list of recent searches and recently visited items displayed below the search bar.
Searching Within A View
Click the three dashes in a dashboard widget.
Select Show as list view.
Point to the column name you want to filter.
Click the filter icon (inverted triangle with dashes).
Click the plus sign to add more filter options and refine your search.
Tips Or Best Practices
You can search using part of a word or several words, as the system looks for letter combinations rather than exact matches.
Did you know?
You can create a separate view for items such as contacts, invoices, or organisations. More information about adding columns is available in the article How to Create a List View.
Quick Summary
You can search across key data using the search bar in the top bar. You can quickly return to recently visited items without typing a search term. You can also refine results by searching and filtering within list views.